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PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+4.36%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
-$4.11M
Cap. Flow %
-0.27%
Top 10 Hldgs %
35.33%
Holding
546
New
30
Increased
98
Reduced
168
Closed
33

Top Buys

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$2.77M
2
TRI icon
Thomson Reuters
TRI
+$2.46M
3
KGC icon
Kinross Gold
KGC
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$2.19M
2
CVX icon
Chevron
CVX
+$2.11M
3
SHOP icon
Shopify
SHOP
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
151
MSCI
MSCI
$40.8B
$2.19M 0.14%
3,798
-92
-2% -$51.6K
MELI icon
152
Mercado Libre
MELI
$96.6B
$2.15M 0.14%
1,061
-119
-10% -$250K
ADSK icon
153
Autodesk
ADSK
$53.2B
$2.14M 0.14%
7,211
– –
ABNB icon
154
Airbnb
ABNB
$111B
$2.14M 0.14%
15,711
-1,912
-11% -$238K
CB icon
155
Chubb
CB
$134B
$2.14M 0.14%
6,820
– –
COF icon
156
Capital One
COF
$135B
$2.12M 0.14%
8,714
+1,876
+27% +$418K
IDXX icon
157
Idexx Laboratories
IDXX
$46.4B
$2.1M 0.14%
3,089
– –
PNC icon
158
PNC Financial Services
PNC
$101B
$2.1M 0.14%
10,008
+1,053
+12% +$203K
WDC icon
159
Western Digital
WDC
$152B
$2.08M 0.14%
+12,038
New +$1.83M
FIX icon
160
Comfort Systems
FIX
$59.6B
$2.04M 0.13%
+2,180
New +$2.01M
CL icon
161
Colgate-Palmolive
CL
$73.6B
$2.04M 0.13%
25,728
– –
PAYX icon
162
Paychex
PAYX
$43.1B
$2.03M 0.13%
18,002
– –
KEYS icon
163
Keysight
KEYS
$58.4B
$1.99M 0.13%
9,770
-1,853
-16% -$344K
AMP icon
164
Ameriprise Financial
AMP
$49.6B
$1.99M 0.13%
4,044
– –
KDP icon
165
Keurig Dr Pepper
KDP
$39.3B
$1.99M 0.13%
70,768
– –
PPG icon
166
PPG Industries
PPG
$25.8B
$1.99M 0.13%
19,315
– –
PYPL icon
167
PayPal
PYPL
$50.4B
$1.99M 0.13%
33,844
-516
-2% -$33.5K
VRSK icon
168
Verisk Analytics
VRSK
$23.6B
$1.98M 0.13%
8,818
-58
-0.7% -$13.1K
CCI icon
169
Crown Castle
CCI
$31.6B
$1.97M 0.13%
22,036
– –
AEM icon
170
Agnico Eagle Mines
AEM
$92.3B
$1.96M 0.13%
11,510
-7,979
-41% -$1.34M
MET icon
171
MetLife
MET
$61.5B
$1.96M 0.13%
24,757
– –
ZTS icon
172
Zoetis
ZTS
$30.9B
$1.95M 0.13%
15,449
– –
TXN icon
173
Texas Instruments
TXN
$258B
$1.94M 0.13%
11,153
– –
BX icon
174
Blackstone
BX
$117B
$1.94M 0.13%
12,530
– –
DE icon
175
Deere & Co
DE
$167B
$1.93M 0.13%
4,117
-201
-5% -$94.3K
5 6
7
8 9

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DF
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SFI
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NM
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NMC
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SLF
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VCM
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CGH
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Plato Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Plato Investment Management held 546 positions worth $1.53B, up 3.7% from $1.48B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management's Q4 2025 filing shows 30 new, 98 increased, 168 reduced and 33 closed positions. Its largest new stake was Comfort Systems: 2,180 shares worth $2.04M. The largest sale was Applied Materials, an estimated $2.19M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 36% a quarter earlier, followed by Financials and Communication Services.

  • Plato Investment Management's largest Q4 2025 buy was Comfort Systems: 2,180 shares worth $2.04M.
  • Plato Investment Management added most to Royal Bank of Canada in Q4 2025, an estimated $2.77M increase.
  • Plato Investment Management's biggest Q4 2025 reduction was Applied Materials, cutting an estimated $2.19M.
  • Plato Investment Management fully exited Millicom in Q4 2025, selling an estimated $875K.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.53B portfolio in Q4 2025.
  • Plato Investment Management opened 30 new positions and closed 33 in Q4 2025.
  • Plato Investment Management's portfolio value rose 3.7% quarter-over-quarter to $1.53B.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.